Published on: July 22, 2020
In an industry as competitive as insurance, agencies are constantly looking for ways to access new prospects, increase efficiency and service quality, and minimize costs. It’s no surprise that such a large percentage of agencies have embraced customer resource management since CRM tools are designed specifically to accomplish those goals. But with so many platforms […]
Published on: June 17, 2020
Insurance is a competitive industry that operates on razor-thin margins. As a result, agencies are constantly looking for new ways to improve efficiency and minimize costs. Insurance is also an industry that lends itself extremely well to work-from-home arrangements – a major money saver. As a result, many agencies are making the transition to partially […]
Published on: April 8, 2020
Insurance is a challenging industry for salespeople due to a number of factors, including a lack of consumer understanding of the purpose and value of a good insurance policy. That makes it important to enable your sales agents by helping them to not only call more leads but to improve the quality of those calls […]
Published on: November 14, 2019
Insurance brokers face a unique challenge – they work in the best interests of the client, but clients and prospects often have a built-in mistrust of the insurance industry as a whole, meaning building a strong relationship isn’t always easy. That makes it more important than ever for brokerages to gain a competitive advantage by […]
Published on: October 12, 2018
As an insurance broker, you need to have powerful tools right at your fingertips to move prospects through the pipeline, keep track of leads and contacts, and sign deals from anywhere with ease and convenience. Even more, the right CRM delivers a single solution that gives call-center representatives, brokers and agents access to customer details […]
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